RWM
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Ritholtz Wealth Management’s TPG TPG Stock Holding History

Ritholtz Wealth Management’s Portfolio TPG Stock Details TPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,695
Closed -$295K – 969
2024
Q4 		$295K Buy
4,695
+833
+22% +$54.7K 0.01% 709
2024
Q3 		$222K Buy
+3,862
New +$190K 0.01% 790

Other funds holding TPG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ritholtz Wealth Management's TPG Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of TPG (TPG) in Q1 2025, closing a stake of 4,695 shares — an estimated $295K sold.

Ritholtz Wealth Management first reported a position in TPG in Q3 2024 and held it in 2 quarters. The position peaked at $295K in Q4 2024. 250 funds tracked by Wall St. Rank hold TPG as of Q1 2025.

  • Ritholtz Wealth Management reported no remaining TPG position as of Q1 2025 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,695 TPG shares in Q1 2025, an estimated $295K.
  • Ritholtz Wealth Management first reported a position in TPG in Q3 2024 and held it in 2 quarters.
  • Ritholtz Wealth Management's TPG position peaked at $295K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held TPG as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.